Breakfast News: Artificial Intelligence, Real Debt
Broadcom weighs OpenAI chip financing, TSMC revenue jumps 51%, and more
Stock Taper 
CRM
$229.13
▲ UP 0.58% (1.33)
KEY STATISTICS
Market Cap$186.40 B
52w High$269.11
52w Low$146.32
Dividend Yield0.67%
FrequencyQuarterly
P/E16.54
Volume4.68M
Shares Out.819.00M
COMPANY
LEADERSHIP
CHIEF EXECUTIVE
Marc R. Benioff
COMPENSATION 2026
Salary$0
Stock Awards$0
Incentive Plan Pay$3,602,588
All Other Comp.$0
Total$49,379,252
ABOUT
SECTOR
Technology
WENT PUBLIC
June 23, 2004
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
83,334
PRICE TARGET
Target High$325.00
Target Low$215.00
Target Median$275.00
Target Consensus$271.91
UPCOMING EARNINGS
DateDec 2, 2026
DayWednesday
Rev. Est.$11.47B
DEC
2
WED
SPLIT RECORD
| DATE | TYPE | RATIO |
|---|---|---|
| 2013-04-18 | Forward | 4:1 |
ETFS HOLDING THIS STOCK
ETFS HOLDING
1,294
LISTED HERE
10
RANKED BY POSITION SIZE
INSTITUTIONAL OWNERSHIP
SHARES OWNED
51.24%
HOLDERS
3,974
TOP 8 OF 3,974 · RANKED BY POSITION SIZE
PRICE
$229.13 ▲ UP 0.58% (+$1.33)About Salesforce, Inc.
https://www.salesforce.com ↗Salesforce, Inc. offers CRM technology and a comprehensive platform—including Sales, Service, Marketing, Commerce, Analytics, and Integration tools—to help businesses deliver personalized, connected customer experiences worldwide.
INDUSTRY
Software - Application
A PRODUCT SALESFORCE, INC. IS KNOWN FOR
Einstein 1 Platform
The Einstein 1 Platform is Salesforce's AI-powered solution that unifies customer data, CRM, and AI to deliver personalized, predictive insights across sales, service, and marketing.
Salesforce in 2025
SENTIMENT: − NEGATIVE
RESTRUCTURING · THROUGHOUT 2025
Salesforce Cuts Thousands of Jobs in Major 2025 Restructuring to Pivot Towards AI and 'Agentforce'
Salesforce initiated multiple rounds of significant layoffs throughout 2025, eliminating thousands of positions, particularly in customer support and sales. [9, 12, 13] The restructuring was part of a strategic pivot to reduce costs and aggressively shift resources toward its new AI-driven platform, 'Agentforce,' which automates tasks previously handled by employees. [5, 14]
TECHNOLOGY · THROUGHOUT 2025 · IN PROGRESS
Salesforce Bets its Future on 'Agentic AI' with a Company-Wide Transformation Centered on its Agentforce Platform
In 2025, Salesforce initiated a fundamental strategic shift, repositioning itself from a CRM provider to an AI-first company. This transformation is centered on the concept of 'Agentic AI' and the rapid development and deployment of its Agentforce platform, designed to move enterprise work from human-assisted automation to autonomous AI-driven execution. This shift has driven major decisions across the company, including significant restructuring, an aggressive M&A strategy, and key strategic partnerships.
Latest News
EARLIER COVERAGE
Salesforce Stock Falls 15% YTD: Should Investors Keep Holding CRM?
Salesforce plunges 15.1% YTD, but stabilizing growth, surging Agentforce adoption and a lower valuation support holding the stock for now.
Salesforce shares sit at the epicenter of AI confusion. Here's how to trade it
If ever there was a stock that personified the promise and peril of the AI trade, it's Salesforce.
Follow the Money: 5 AI Stocks Buying Back Shares by the Billions
Share buybacks matter for many reasons, including earnings-per-share boosts, dilution offsets, tax efficiency, shareholder leverage, and signals of management confidence. They matter much more for big tech companies because the industry is in the midst of a shift that amplifies these signals.
Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
Zacks.com users have recently been watching Salesforce (CRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Salesforce vs. CrowdStrike: What Revenue Growth Trends for These Software Giants Tell Investors
For eight quarters concluding with the fiscal quarter ended July 2026, Salesforce consistently produced higher total revenue than CrowdStrike, leading in absolute size by maintaining a continuous top-line advantage. CrowdStrike recorded continuous, uninterrupted quarter-over-quarter revenue increases, while Salesforce experienced occasional minor sequential revenue dips within an otherwise broader, stable long-term upward trajectory.
Salesforce Expands AI Bundles: Will Higher Adoption Boost ARR?
CRM's expanding AI bundles drive stronger Agentforce adoption and ARR growth, as customers move from trials toward broader AI purchases.
Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks
Being right about a technology and right about its stock price are two different trades. AI investors learned that distinction the hard way over the past year.
RATINGS SNAPSHOT
Overall rating: B+
Discounted Cash Flow4
Return On Equity5
Return On Assets4
Debt To Equity1
Price To Earnings3
Price To Book2
Overall Score3
MOST RECENT ANALYST GRADES
GRADE SUMMARY
BUY 14
OUTPERFORM 6
OVERWEIGHT 4
NEUTRAL 4
EQUAL WEIGHT 3
MARKET OUTPERFORM 2
SECTOR PERFORM 1
UNDERPERFORM 1
SECTOR WEIGHT 1
MARKET PERFORM 1
37 GRADES IN THE LAST 12 MONTHS
SECTORS PEERS
| PEER | PRICE | |
|---|---|---|
 MU | $1065.37 | COMPARE |
 CSCO | $116.86 | COMPARE |
 LRCX | $333.39 | COMPARE |
 SAP | $209.19 | COMPARE |
 SHOP | $165.32 | COMPARE |
 IBM | $222.62 | COMPARE |
 NOW | $137.03 | COMPARE |
 UBER | $68.85 | COMPARE |
TRADES BY CONGRESS
HOUSE TRADES
Tony Wied
Purchase
2026-08-14
Ro Khanna
Purchase
2026-08-10
Maria Elvira Salazar
Purchase
2026-06-02
SENATE TRADES
Alan Armstrong
Purchase
2026-03-27
INSIDER TRADES
★
OFFICER: PRESIDENT AND COO
Milano Miguel
Sale · 1.0K shares
2026-09-22
★
OFFICER: PRESIDENT AND COO
Milano Miguel
Sale · 1.5K shares
2026-09-22
★
OFFICER: PRESIDENT AND COO
Milano Miguel
Sale · 400 shares
2026-09-22
★
OFFICER: PRESIDENT AND COO
Milano Miguel
Purchase · 1.0K shares
2026-09-22